MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$20.9M
3
+$15.4M
4
AMZN icon
Amazon
AMZN
+$11.7M
5
XFIV icon
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
+$9.28M

Top Sells

1
+$15.9M
2
+$9.23M
3
+$5.41M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$4.65M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$4.65M

Sector Composition

1 Technology 21.2%
2 Financials 8.25%
3 Consumer Discretionary 6.07%
4 Communication Services 5.88%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
326
iShares Core MSCI Emerging Markets ETF
IEMG
$137B
$1.14M 0.04%
16,898
+1,054
EVT icon
327
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.88B
$1.13M 0.04%
44,799
+3,386
SPSM icon
328
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.1B
$1.12M 0.04%
23,997
+1,290
TWLO icon
329
Twilio
TWLO
$19.4B
$1.11M 0.04%
7,808
-862
ITOT icon
330
iShares Core S&P Total US Stock Market ETF
ITOT
$80.7B
$1.11M 0.04%
7,468
-69
LIN icon
331
Linde
LIN
$225B
$1.11M 0.04%
2,603
+401
EFG icon
332
iShares MSCI EAFE Growth ETF
EFG
$9.47B
$1.1M 0.04%
9,688
-83
ETB
333
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$444M
$1.1M 0.04%
72,019
+4,564
FDIS icon
334
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.72B
$1.09M 0.04%
10,647
+486
FCOM icon
335
Fidelity MSCI Communication Services Index ETF
FCOM
$1.73B
$1.08M 0.04%
14,790
+638
VNQ icon
336
Vanguard Real Estate ETF
VNQ
$36B
$1.08M 0.04%
12,231
-627
D icon
337
Dominion Energy
D
$55.6B
$1.07M 0.04%
18,240
+5,940
URI icon
338
United Rentals
URI
$51B
$1.05M 0.04%
1,303
+362
FIDU icon
339
Fidelity MSCI Industrials Index ETF
FIDU
$1.91B
$1.05M 0.04%
12,777
+605
FLMI icon
340
Franklin Dynamic Municipal Bond ETF
FLMI
$1.77B
$1.05M 0.04%
42,304
+2,213
SSD icon
341
Simpson Manufacturing
SSD
$7.71B
$1.05M 0.04%
6,484
CM icon
342
Canadian Imperial Bank of Commerce
CM
$92.2B
$1.04M 0.04%
11,497
+33
CB icon
343
Chubb
CB
$128B
$1.04M 0.04%
3,325
+56
XLI icon
344
State Street Industrial Select Sector SPDR ETF
XLI
$30.5B
$1.03M 0.04%
6,657
+1,571
MMM icon
345
3M
MMM
$80.8B
$1.03M 0.04%
6,410
-593
MELI icon
346
Mercado Libre
MELI
$90.6B
$1.02M 0.04%
507
+328
PFF icon
347
iShares Preferred and Income Securities ETF
PFF
$14B
$1.02M 0.04%
32,888
+4,497
NUVB icon
348
Nuvation Bio
NUVB
$1.57B
$1.02M 0.04%
113,565
+4,200
ENVX icon
349
Enovix
ENVX
$1.05B
$1.01M 0.04%
138,566
-47,728
YUM icon
350
Yum! Brands
YUM
$44.2B
$1.01M 0.04%
6,681
-2
12 13
14
15 16